vs
Side-by-side financial comparison of Concentra Group Holdings Parent, Inc. (CON) and OMEGA HEALTHCARE INVESTORS INC (OHI). Click either name above to swap in a different company.
Concentra Group Holdings Parent, Inc. is the larger business by last-quarter revenue ($569.6M vs $323.0M, roughly 1.8× OMEGA HEALTHCARE INVESTORS INC). OMEGA HEALTHCARE INVESTORS INC runs the higher net margin — 49.1% vs 9.2%, a 39.9% gap on every dollar of revenue. On growth, OMEGA HEALTHCARE INVESTORS INC posted the faster year-over-year revenue change (16.7% vs 13.7%).
Concentra Inc., is a national health care establishment centered around occupational health. It was founded in 1979 in Amarillo, Texas, and the headquarters of the corporation is in Addison, Texas. It runs 627 occupational health centers and 410 onsite health clinics at employer worksites across 47 states. According to the Bureau of Labor Statistics, Concentra treats one out of every seven occupational injuries in the United States. It is currently a publicly traded company with over 80% of t...
Omega Healthcare Investors Inc is a specialized real estate investment trust that owns, leases and manages healthcare-related real estate assets, mainly including skilled nursing facilities, senior housing and long-term care facilities across the U.S. and UK. It partners with healthcare operators to provide stable real estate support for quality patient care delivery.
CON vs OHI — Head-to-Head
Income Statement — Q1 FY2026 vs Q1 FY2026
| Metric | | |
|---|---|---|
| Revenue | $569.6M | $323.0M |
| Net Profit | $52.3M | $158.6M |
| Gross Margin | — | — |
| Operating Margin | 16.8% | — |
| Net Margin | 9.2% | 49.1% |
| Revenue YoY | 13.7% | 16.7% |
| Net Profit YoY | 28.7% | 41.5% |
| EPS (diluted) | $0.39 | — |
Green = leading value per metric. Periods may differ when fiscal calendars don't align.
8-Quarter Revenue & Profit Trend
Side-by-side quarterly history. Quarters aligned by calendar period so offset fiscal years line up.
| Q1 26 | $569.6M | $323.0M | ||
| Q4 25 | $539.1M | $319.2M | ||
| Q3 25 | $572.8M | $311.6M | ||
| Q2 25 | $550.8M | $282.5M | ||
| Q1 25 | $500.8M | $276.8M | ||
| Q4 24 | — | $279.3M | ||
| Q3 24 | $489.6M | $276.0M | ||
| Q2 24 | $477.9M | $252.7M |
| Q1 26 | $52.3M | $158.6M | ||
| Q4 25 | $34.7M | $172.0M | ||
| Q3 25 | $48.3M | $179.7M | ||
| Q2 25 | $44.6M | $136.6M | ||
| Q1 25 | $38.9M | $109.0M | ||
| Q4 24 | — | $116.5M | ||
| Q3 24 | $44.3M | $111.8M | ||
| Q2 24 | $51.7M | $113.9M |
| Q1 26 | 16.8% | — | ||
| Q4 25 | 12.9% | 53.7% | ||
| Q3 25 | 16.5% | 61.4% | ||
| Q2 25 | 16.3% | 52.1% | ||
| Q1 25 | 16.0% | 41.4% | ||
| Q4 24 | — | 42.5% | ||
| Q3 24 | 17.6% | 40.3% | ||
| Q2 24 | 17.6% | 47.1% |
| Q1 26 | 9.2% | 49.1% | ||
| Q4 25 | 6.4% | 53.9% | ||
| Q3 25 | 8.4% | 57.7% | ||
| Q2 25 | 8.1% | 48.4% | ||
| Q1 25 | 7.8% | 39.4% | ||
| Q4 24 | — | 41.7% | ||
| Q3 24 | 9.1% | 40.5% | ||
| Q2 24 | 10.8% | 45.1% |
| Q1 26 | $0.39 | — | ||
| Q4 25 | $0.27 | $0.56 | ||
| Q3 25 | $0.38 | $0.59 | ||
| Q2 25 | $0.35 | $0.46 | ||
| Q1 25 | $0.30 | $0.33 | ||
| Q4 24 | — | $0.41 | ||
| Q3 24 | $0.37 | $0.42 | ||
| Q2 24 | $0.50 | $0.45 |
Balance Sheet & Financial Strength
Snapshot of each company's liquidity, leverage and book value from the latest quarter.
| Metric | | |
|---|---|---|
| Cash + ST InvestmentsLiquidity on hand | — | $26.1M |
| Total DebtLower is stronger | $1.6B | — |
| Stockholders' EquityBook value | $424.7M | $5.2B |
| Total Assets | $2.9B | $10.2B |
| Debt / EquityLower = less leverage | 3.68× | — |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | — | $26.1M | ||
| Q4 25 | $79.9M | $27.0M | ||
| Q3 25 | $49.9M | $737.2M | ||
| Q2 25 | $73.9M | $734.2M | ||
| Q1 25 | $52.1M | $368.0M | ||
| Q4 24 | — | $518.3M | ||
| Q3 24 | $136.8M | $342.4M | ||
| Q2 24 | $50.7M | $35.2M |
| Q1 26 | $1.6B | — | ||
| Q4 25 | $1.6B | $4.3B | ||
| Q3 25 | $1.6B | $5.0B | ||
| Q2 25 | $1.7B | $5.0B | ||
| Q1 25 | $1.6B | $4.4B | ||
| Q4 24 | — | $4.8B | ||
| Q3 24 | $1.5B | $4.9B | ||
| Q2 24 | $3.0M | $4.7B |
| Q1 26 | $424.7M | $5.2B | ||
| Q4 25 | $393.3M | $5.2B | ||
| Q3 25 | $385.5M | $5.0B | ||
| Q2 25 | $342.6M | $5.0B | ||
| Q1 25 | $307.1M | $4.7B | ||
| Q4 24 | — | $4.5B | ||
| Q3 24 | $277.8M | $4.2B | ||
| Q2 24 | $1.2B | $3.7B |
| Q1 26 | $2.9B | $10.2B | ||
| Q4 25 | $2.9B | $10.0B | ||
| Q3 25 | $2.8B | $10.6B | ||
| Q2 25 | $2.8B | $10.5B | ||
| Q1 25 | $2.7B | $9.7B | ||
| Q4 24 | — | $9.9B | ||
| Q3 24 | $2.5B | $9.6B | ||
| Q2 24 | $2.4B | $8.8B |
| Q1 26 | 3.68× | — | ||
| Q4 25 | 3.98× | 0.82× | ||
| Q3 25 | 4.15× | 0.99× | ||
| Q2 25 | 4.82× | 1.00× | ||
| Q1 25 | 5.27× | 0.94× | ||
| Q4 24 | — | 1.07× | ||
| Q3 24 | 5.30× | 1.15× | ||
| Q2 24 | 0.00× | 1.26× |
Cash Flow & Capital Efficiency
How much cash each business actually produces after reinvestment. Cash flow is harder to manipulate than net income.
| Metric | | |
|---|---|---|
| Operating Cash FlowLast quarter | $21.0M | — |
| Free Cash FlowOCF − Capex | $9.9M | — |
| FCF MarginFCF / Revenue | 1.7% | — |
| Capex IntensityCapex / Revenue | — | — |
| Cash ConversionOCF / Net Profit | 0.40× | — |
| TTM Free Cash FlowTrailing 4 quarters | $211.0M | — |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | $21.0M | — | ||
| Q4 25 | $118.7M | $878.6M | ||
| Q3 25 | $60.6M | $226.7M | ||
| Q2 25 | $88.4M | $239.3M | ||
| Q1 25 | $11.7M | $182.0M | ||
| Q4 24 | — | $749.4M | ||
| Q3 24 | $65.9M | $184.9M | ||
| Q2 24 | — | $184.1M |
| Q1 26 | $9.9M | — | ||
| Q4 25 | $98.5M | $797.7M | ||
| Q3 25 | $39.4M | $205.5M | ||
| Q2 25 | $63.2M | $226.5M | ||
| Q1 25 | $-4.0M | $161.8M | ||
| Q4 24 | — | $711.7M | ||
| Q3 24 | $50.8M | $176.6M | ||
| Q2 24 | — | $177.0M |
| Q1 26 | 1.7% | — | ||
| Q4 25 | 18.3% | 249.9% | ||
| Q3 25 | 6.9% | 65.9% | ||
| Q2 25 | 11.5% | 80.2% | ||
| Q1 25 | -0.8% | 58.4% | ||
| Q4 24 | — | 254.8% | ||
| Q3 24 | 10.4% | 64.0% | ||
| Q2 24 | — | 70.0% |
| Q1 26 | — | — | ||
| Q4 25 | 3.7% | 25.3% | ||
| Q3 25 | 3.7% | 6.8% | ||
| Q2 25 | 4.6% | 4.5% | ||
| Q1 25 | 3.1% | 7.3% | ||
| Q4 24 | — | 13.5% | ||
| Q3 24 | 3.1% | 3.0% | ||
| Q2 24 | — | 2.8% |
| Q1 26 | 0.40× | — | ||
| Q4 25 | 3.42× | 5.11× | ||
| Q3 25 | 1.26× | 1.26× | ||
| Q2 25 | 1.98× | 1.75× | ||
| Q1 25 | 0.30× | 1.67× | ||
| Q4 24 | — | 6.43× | ||
| Q3 24 | 1.49× | 1.65× | ||
| Q2 24 | — | 1.62× |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
Revenue Breakdown by Segment
CON
| Workers' compensation | $337.7M | 59% |
| Employer services | $172.4M | 30% |
| Onsite health clinics | $37.2M | 7% |
| Other | $14.5M | 3% |
| Consumer health | $7.8M | 1% |
OHI
| Rental income | $266.9M | 83% |
| Other | $45.2M | 14% |
| Resident fees and services | $6.7M | 2% |
| Real estate tax and ground lease income | $3.8M | 1% |
| Miscellaneous income | $526.0K | 0% |
